Compare · 2 funds side by side · dividends reinvested

NFLT and JEPI

NFLTVirtus×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,429JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

NFLT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.3

Virtus Newfleet Multi-Sector Bond ETFBonds & Cash · Other bonds0.50%5.54%+0.8%+1.4%+7.1%+2.8%−3.0%4.3%$568M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: NFLT 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus Newfleet Multi-Sector Bond ETF · $568M$11,491

NFLT

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NFLTMeasureJEPI

+0.8%

More Ways to See the Pairs

NFLT vs JEPI: Top 5 Holdings

Today

NFLT

2.7%in top 5

JEPI

in top 59.8%

NFLTStockJEPI

2.4%JNKnot top 5

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

Cost, Income and Risk

Fees: NFLT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

NFLT0.50%$50

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: NFLT, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+1.4%1 yearTotal return+10.6%

+7.1%3 years · per year$10,000 became $12,270 · $13,634+10.9%

+2.8%5 years · per year$10,000 became $11,491 · $14,429+7.6%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

5.54%Trailing 12-mo yield$554 · $792 a year on $10k7.92%

−3.0%Worst dropSmaller is better−6.7%

4.3%VolatilityLower is calmer9.0%

NFLTJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MMM1.9%

0.2%HYGnot top 5

0.0%GOOGMnot top 5

0.0%GOOGNnot top 5

0.0%EPR-PCnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

NFLT vs JEPI Returns, Every Period

5Y

VirtusNFLT

+2.8%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

NFLTJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: NFLT vs JEPI

YTD

VirtusNFLT

+0.8%

JEPIJ.P. Morgan

+7.6%

+0.8%Year to date+7.6%

−3.0%Worst drop · 1Y−6.7%

4.3%Volatility · 1Y9.0%

5.5%Yield7.9%

$568MAssets$46.6B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.92%$792

NFLT5.54%$554

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

NFLT$554 − $50 = $504

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: NFLT, JEPI

Today

0.0%most shared, NFLT and JEPI

NFLTJEPI

NFLT—0.0%

JEPI0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

NFLTWorst drop−3.0%4.3% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPINFLT

+7.6%Year to date+0.8%

7.9%Yield5.5%

+10.6%Past year+1.4%

0.35%Fee0.50%

4–0JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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NFLT and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two